Vise Technologies’s UMB Financial UMBF Stock Holding History

Vise Technologies’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,112	Closed	-$262K	–	340
2022 Q3	$262K	Buy	+3,112	New	+$282K	0.1%	235

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Vise Technologies's UMBF Position: Q4 2022 in Review

Vise Technologies sold out of UMB Financial (UMBF) in Q4 2022, closing a stake of 3,112 shares — an estimated $262K sold.

Vise Technologies first reported a position in UMBF in Q3 2022 and held it in 1 quarter. The position peaked at $262K in Q3 2022. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

Vise Technologies reported no remaining UMB Financial position as of Q4 2022 after selling out during the quarter.
Vise Technologies sold 3,112 UMB Financial shares in Q4 2022, an estimated $262K.
Vise Technologies first reported a position in UMB Financial in Q3 2022 and held it in 1 quarter.
Vise Technologies's UMB Financial position peaked at $262K in Q3 2022.
265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on Vise Technologies's 13F filing for Q4 2022, filed 10 Feb 2023.